lululemon athletica (LULU)

• Market cap: $19.3B
• 1 day: 1.48%
• 5 days: -1.43%
• 1 month: -20.27%
• 3 months: -32.72%
• 6 months: -50.37%
• Year to date: -56.4%
• 1 year: -38.81%
• 5 years: -47.63%
• 10 years: 197.05%
• Sector: Consumer Discretionary
• Industry: Apparel Retail

About: Lululemon Athletica designs, distributes, and markets athletic apparel, footwear, and accessories for women, men, and girls. The company offers pants, shorts, tops, and jackets for both leisure and athletic activities such as yoga and running. Lululemon also sells fitness accessories, such as bags, yoga mats, and equipment. It sells its products through digital channels, a small number of wholesale partners, more than 780 company-owned stores in about two dozen countries in North America, Asia, and Western Europe, and about 40 franchised locations in the Middle East and Europe. The company was founded in 1998 and is based in Vancouver, Canada.

Employees: 39,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 8 [Q1] → 8 (+0) [Q2]

4% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 398

7.11% less ownership

Funds ownership: 90.44% [Q1] → 83.33% (-7.11%) [Q2]

7% less funds holding

Funds holding: 1,117 [Q1] → 1,035 (-82) [Q2]

23% less capital invested

Capital invested by funds: $29.5B [Q1] → $22.6B (-$6.92B) [Q2]

32% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 202

32% less call options, than puts

Call options by funds: $2.03B | Put options by funds: $2.99B

Research analyst outlook

17 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $160
• Avg. target: $201
• High target: $303

17 analyst ratings

• positive: 4 24%
• neutral: 13 76%
• negative: 0 0%

B of A Securities Lorraine Hutchinson	$185	Neutral Maintained	12 Sep 2025
HSBC Erwan Rambourg	$175	Hold Downgraded	11 Sep 2025
JP Morgan Matthew Boss	$191	Neutral Maintained	5 Sep 2025
Bernstein Aneesha Sherman	$220	Outperform Maintained	5 Sep 2025
Goldman Sachs Brooke Roach	$200	Neutral Maintained	5 Sep 2025